/
Navigation
C
Chronicles
Browse all articles
C
E
Explore
Semantic exploration
E
R
Research
Entity momentum
R
N
Nexus
Correlations & relationships
N
~
Story Arc
Topic evolution
S
Drift Map
Semantic trajectory animation
D
P
Posts
Analysis & commentary
P
Browse
@
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
?
Concept Search
Semantic similarity search
!
High Impact Stories
Top coverage by position
+
Sentiment Analysis
Positive/negative coverage
*
Anomaly Detection
Unusual coverage patterns
Analysis
vs
Rivalry Report
Compare two entities head-to-head
/\
Semantic Pivots
Narrative discontinuities
!!
Crisis Response
Event recovery patterns
Connected
Nav: C E R N
Search: /
Command: ⌘K
Embeddings: large
VOICE ARCHIVE

Scott Wessman

@scottew
15 posts
2026-02-04
Kinda wild that PayPal is now close to the market cap that Discover was when CapOne bought them. To Sheel's point, PayPal ought to be a juggernaut. One lesson: having a significant two-sided network is NOT a guarantee of massive value, though it protects a lot of downside.
2026-02-04 View on X
Bloomberg

PayPal names HP CEO Enrique Lores as CEO, replacing Alex Chriss on March 1, and reports Q4 revenue up 4% YoY to $8.68B, below estimates; PYPL closes down 20.3%

PayPal Holdings Inc. said HP Inc. Chief Executive Officer Enrique Lores will take the top job from Alex Chriss …

I want to revise my statement. I think Stripe really should buy PayPal. Stripe gets a massive consumer footprint to level up its merchant network, has the product chops to generate lots more value, and gets complementary distribution. And AI makes refactoring PayPal tech easier.
2026-02-04 View on X
Bloomberg

PayPal names HP CEO Enrique Lores as CEO, replacing Alex Chriss on March 1, and reports Q4 revenue up 4% YoY to $8.68B, below estimates; PYPL closes down 20.3%

PayPal Holdings Inc. said HP Inc. Chief Executive Officer Enrique Lores will take the top job from Alex Chriss …

2026-02-03
I want to revise my statement. I think Stripe really should buy PayPal. Stripe gets a massive consumer footprint to level up its merchant network, has the product chops to generate lots more value, and gets complementary distribution. And AI makes refactoring PayPal tech easier.
2026-02-03 View on X
Bloomberg

PayPal names HP CEO Enrique Lores as CEO, replacing Alex Chriss on March 1, and reports Q4 revenue up 4% YoY to $8.68B, below estimates; PYPL closes down 20.3%

PayPal Holdings Inc. said Chief Executive Officer Alex Chriss will be replaced by HP Inc. CEO Enrique Lores after profit and revenue fell short of expectations.

2025-11-05
RUFUS won't do it, let Comet!
2025-11-05 View on X
Bloomberg

Amazon sues Perplexity, accusing it of computer fraud, after sending a cease-and-desist letter demanding it stop letting Comet make purchases on users' behalf

Amazon.com Inc. is suing Perplexity AI Inc. to try and stop the startup from helping users buy items on the world's largest online marketplace …

2025-09-24
Months ago when Stargate was announced, a lot of people dismissed it as impossible bluster. Reminds me a bit of Elon's mode—huge commitments/promises, initial scorn, then quibbling over details as the company starts to actually do the big stuff initially disbelieved.
2025-09-24 View on X
Wired

OpenAI, Oracle, and SoftBank announce five new data center locations in the US, boosting Stargate's planned capacity to nearly 7 GW

The new sites will boost Stargate's planned capacity to nearly 7 gigawatts—about equal to the output of seven large nuclear reactors.

2024-12-19
many winners in fintech
2024-12-19 View on X
Bloomberg

Sources: neobank Chime confidentially files for a US IPO, aiming to go public in 2025; Chime had a $25B valuation in August 2021

- Company was last valued at $25 billion in 2021 tech boom  — Chime aims to disrupt banking with digital fee-free offering

2024-11-18
This is good. Getting self-driving vehicles adopted faster will save hundreds of thousands of lives (they are already far safer than human drivers)
2024-11-18 View on X
Bloomberg

Sources: Trump's transition team is looking for candidates to lead the US Department of Transportation and develop a framework to regulate autonomous vehicles

- Policy leaders are being pursued for key Musk priority  — Tesla CEO, named to efficiency role, plans push on robotaxis

2024-10-25
Worth marveling at the fact that the CHIPS and Science Act was only signed into law in August 2022. Two years later, the premier chips manufacturer in the world, TSMC, has a plant in production in Arizona. Huge, huge win. [image]
2024-10-25 View on X
Bloomberg

Source: TSMC's US division president said during a webinar that production yields in Arizona are 4 percentage points higher than at similar facilities in Taiwan

Mackenzie Hawkins / Bloomberg :

2023-09-28
Big moment for those of us who have loved the first gen of Ray Ban Stories. They have been amazing. Can't wait for this next generation
2023-09-28 View on X
The Verge

Hands-on with the Ray-Ban Meta smart glasses: a classic look, 12MP vs. 5MP makes a big difference, some audio leakage, and a promising tool for content creators

Unlike the original, I kind of see where Meta's going with its second-gen smart glasses.

Big moment for those of us who have loved the first gen of Ray Ban Stories. They have been amazing. Can't wait for this next generation
2023-09-28 View on X
The Verge

Meta unveils the $299+ Ray-Ban Meta smart glasses, featuring a 12MP camera, speakers, five mics, a Snapdragon AR1 Gen 1 chip, and more, shipping on October 17

2023-09-01
Are any social media age verification laws going to pass constitutional muster? Seems like they are in some trouble
2023-09-01 View on X
Associated Press

A US district judge temporarily blocks an Arkansas law requiring parental consent for minors to open social media accounts that was set to take effect on Sep. 1

If allowed to go into effect, any “new” social media profile would require independent age verification. … X: Rebecca Kern / @rebeccamkern : New - Federal judge blocks Arkansas par...

2022-01-10
This makes me want to switch away from iOS on principle https://www.wsj.com/... https://twitter.com/...
2022-01-10 View on X
Wall Street Journal

How the peer pressure to be a part of the blue bubble iMessage text groups keeps US teens locked into Apple's ecosystem

Good morning!  Have you heard of Mukesh Ambani, the hotelier? Alan Friedman / PhoneArena : Google executive accuses Apple of using peer pressure and bullying to sell iPhones Jeff B...

2022-01-09
This makes me want to switch away from iOS on principle https://www.wsj.com/... https://twitter.com/...
2022-01-09 View on X
Wall Street Journal

How the peer pressure to be a part of the blue bubble iMessage text groups keeps US teens locked into Apple's ecosystem

The iPhone maker cultivated iMessage as a must-have texting tool for teens.  Android users trigger a just-a-little-less-cool green bubble: 'Ew, that's gross.'

2021-03-17
The model of internet moderation that Ben Thompson sets out is pretty compelling. The main idea is that the closer you get to User-facing applications, the more discretion you can take. I wonder if it hits limitations due to the fluidity of the “stack” 1/ https://stratechery.com/...
2021-03-17 View on X
Stratechery

Stripe's Patrick Collison, Microsoft's Brad Smith, Google's Thomas Kurian, and Cloudflare's Matthew Prince discuss moderation in internet infrastructure

Manage your Stratechery subscription.  —  It was Patrick Collison, Stripe's CEO, who pointed out to me that one of the animating principles … Tweets: @tomgara , @mathewi , @mattzei...

2020-01-16
This is a good piece on the Utah startup scene. The benefits (work ethic, prudent but optimistic culture) and drawbacks (lack of diversity, some cultural myopia) of being so heavily influenced by Mormons and Mormon culture are fairly summarized https://marker.medium.com/...
2020-01-16 View on X
Marker

A look at Utah's “Silicon Slopes” tech startup scene, where Mormonism defines the training and business ethics of CEOs but makes attracting diverse talent hard

Welcome to the world of billion-dollar startups, ex-missionary CEOs, and a big diversity problem Tweets: @elisabethos , @willwilkinson , @daniellesacks , @daniellesacks , @vonliber...